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Posts From Christopher Carosa, CTFA

A Brave New World for 401k Plans Sponsors without Conflict-of-Interest Fees

    A Brave New World for 401k Plans Sponsors without Conflict-of-Interest Fees

Without conflict-of-interest fees like 12b-1 fees and revenue sharing, the world becomes a lot simpler for 401k plan sponsors and a lot safer for plan participants.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/16

Government fixin’s, Fiduciary High Noon, and Investment “Jack-in-the-Box.”

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The Three Best Most Obvious Tips Retirement Savers Too Often Ignore

    The Three Best Most Obvious Tips Retirement Savers Too Often Ignore

These three tips may appear obvious, but you can immediately see why they are often ignored.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/25/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/25/16

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7 Rollover Tips for Those with Money Still in Former Employer 401k Plans

    7 Rollover Tips for Those with Money Still in Former Employer 401k Plans

Should you stay or should you go? The answer is so obvious you don’t have to ask your hairdresser to know for sure.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/18/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/18/16

The rise of the 401k-hater, the devil in the fiduciary details, and bad investment ideas.

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Exclusive Interview with Joseph Coughlin: Why the Retirement Fiduciary Cannot Ignore Age Longevity

    Exclusive Interview with Joseph Coughlin: Why the Retirement Fiduciary Cannot Ignore Age Longevity

“Living longer is only part of the new old age – the desire and the market opportunity is how to enable living longer better.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/11/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/11/16

Killing 401ks, big fiduciary, and investing common nonsense.

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Media Short-Cuts on Expense Ratios Can Misdirect 401k Fiduciary Due Diligence

    Media Short-Cuts on Expense Ratios Can Misdirect 401k Fiduciary Due Diligence

Simply by eliminating all funds with commissions, 12b-1 fees, and revenue sharing from the 401k investment due diligence process can greatly reduce the fiduciary liability exposure to the plan sponsor.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/4/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/4/16

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